Heritage Wealth Management (Ohio)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$391K	Buy	+12,319	New	+$391K	0.1%	198
2026 Q1	–	Sell	-12,319	Closed	-$338K	–	233
2025 Q4	$338K	Sell	12,319 -2,955	-19%	-$80.3K	0.09%	191
2025 Q3	$417K	Hold	15,274	–	–	0.12%	164
2025 Q2	$405K	Buy	15,274 +950	+7%	+$24.8K	0.13%	162
2025 Q1	$400K	Buy	14,324 +328	+2%	+$9.14K	0.14%	160
2024 Q4	$382K	Buy	13,996 +6,475	+86%	+$184K	0.13%	162
2024 Q3	$212K	Sell	7,521 -1,620	-18%	-$44.1K	0.07%	217
2024 Q2	$235K	Buy	+9,141	New	+$238K	0.08%	203

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s SCHD Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 12,319 shares worth $391K. The stake represents 0.1% of the portfolio and ranks #198 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SCHD as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $417K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Heritage Wealth Management (Ohio) held 12,319 shares of Schwab US Dividend Equity ETF worth $391K as of Q2 2026.
Schwab US Dividend Equity ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Schwab US Dividend Equity ETF made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #198 holding.
Heritage Wealth Management (Ohio) first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Schwab US Dividend Equity ETF position peaked at $417K in Q3 2025.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.